Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $243B
1-Year Est. Return 26.9%
 

Bank of Montreal (BMO), established in 1817 as Canada’s first chartered bank and headquartered in Montreal, Quebec (with key operations in Toronto), is a major North American financial institution offering personal and commercial banking, wealth management, and capital markets services. Managing hundreds of billions in assets, BMO serves over 13 million customers, with a strong U.S. presence through BMO Harris Bank, bolstered by its 1984 acquisition of Harris Bank and the 2022 purchase of Bank of the West, expanding its footprint to 32 states. Known for its longevity and stability, BMO has paid dividends since 1829, one of the longest streaks globally, and emphasizes digital innovation and sustainable finance under CEO Darryl White. With a global reach spanning North America, Europe, and Asia, BMO blends its historical roots with a modern focus on customer-centric growth.

This Quarter Est. Return
1 Year Est. Return
+26.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308B
AUM Growth
+$33.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,873
New
Increased
Reduced
Closed

Top Buys

1 +$8.4B
2 +$6.78B
3 +$2.67B
4
AAPL icon
Apple
AAPL
+$1.45B
5
MSFT icon
Microsoft
MSFT
+$929M

Top Sells

1 +$1.35B
2 +$651M
3 +$567M
4
CNQ icon
Canadian Natural Resources
CNQ
+$499M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$462M

Sector Composition

1 Communication Services 25.57%
2 Consumer Discretionary 19.87%
3 Technology 14.68%
4 Financials 14.23%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$5.42M ﹤0.01%
148,808
+52,340
1027
$5.4M ﹤0.01%
21,462
+7,185
1028
$5.38M ﹤0.01%
71,052
+1,398
1029
$5.37M ﹤0.01%
263,759
-58,728
1030
$5.35M ﹤0.01%
+229,077
1031
$5.34M ﹤0.01%
288,780
-396,814
1032
$5.33M ﹤0.01%
71,413
-2,654
1033
$5.31M ﹤0.01%
484,069
-326,381
1034
$5.29M ﹤0.01%
148,429
-632,061
1035
$5.28M ﹤0.01%
27,375
+21,203
1036
$5.27M ﹤0.01%
23,818
+438
1037
$5.25M ﹤0.01%
35,464
-6,262
1038
$5.25M ﹤0.01%
47,657
-102,611
1039
$5.24M ﹤0.01%
3,549,038
+1,778,384
1040
$5.23M ﹤0.01%
472,467
+271,431
1041
$5.23M ﹤0.01%
395,348
-171
1042
$5.22M ﹤0.01%
53,832
-4,868
1043
$5.17M ﹤0.01%
106,570
+670
1044
$5.14M ﹤0.01%
80,188
-70,459
1045
$5.13M ﹤0.01%
162,085
+721
1046
$5.13M ﹤0.01%
54,936
+38,074
1047
$5.13M ﹤0.01%
40,443
-1,322
1048
$5.12M ﹤0.01%
363,035
+339,900
1049
$5.1M ﹤0.01%
177,786
-227,201
1050
$5.08M ﹤0.01%
2,775,060
-103,708